The Motley Fool
13 Sept 2026, 12:30 UTC · 6w ago
Applied Materials vs. ASML: Which Tech Stock Is a Better Buy in 2026?
Impact · against what's priced in
The article provides no new catalysts for either company, as the reported financial performance and structural advantages are already fully baked into current valuations. ASML's monopoly power is a core premise of its current price, and AMAT's moderate growth and regulatory history are already discounted.
- AMAT+0.00
Already priced in
- The price assumes
The 4.4% revenue growth and 20.1% free cash flow margin the company just delivered
The article reports fiscal 2025 revenue of $28.4 billion (up 4.4%) and free cash flow of $5.7 billion, both of which are exactly what the current price already accounts for.
What AMAT's price assumes · Sep 11
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